Overview
Assets Under Management: $186 million
Headquarters: TIBURON, CA
High-Net-Worth Clients: 42
Average Client Assets: $4 million
Frequently Asked Questions
BERSOT CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139090), BERSOT CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BERSOT CAPITAL MANAGEMENT, LLC is headquartered in TIBURON, CA.
BERSOT CAPITAL MANAGEMENT, LLC serves 42 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, BERSOT CAPITAL MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BERSOT CAPITAL MANAGEMENT, LLC manages $186 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, BERSOT CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.68
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 47
Discretionary Accounts: 46
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 139090
Last Filing Date: 2025-02-19 00:00:00
Website: https://bersotcm.com